One Plus One Wealth Management’s Coca-Cola KO Stock Holding History

One Plus One Wealth Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,132	Closed	-$257K	–	91
2024 Q4	$257K	Hold	4,132	–	–	0.15%	82
2024 Q3	$297K	Sell	4,132 -300	-7%	-$20.5K	0.18%	72
2024 Q2	$282K	Hold	4,432	–	–	0.16%	74
2024 Q1	$271K	Sell	4,432 -400	-8%	-$24K	0.16%	83
2023 Q4	$285K	Sell	4,832 -250	-5%	-$14.2K	0.17%	76
2023 Q3	$284K	Sell	5,082 -500	-9%	-$30K	0.19%	71
2023 Q2	$336K	Hold	5,582	–	–	0.21%	64
2023 Q1	$346K	Hold	5,582	–	–	0.25%	60
2022 Q4	$355K	Hold	5,582	–	–	0.25%	62
2022 Q3	$313K	Hold	5,582	–	–	0.25%	59
2022 Q2	$351K	Hold	5,582	–	–	0.27%	60
2022 Q1	$346K	Hold	5,582	–	–	0.23%	65
2021 Q4	$331K	Hold	5,582	–	–	0.23%	66
2021 Q3	$293K	Hold	5,582	–	–	0.21%	64
2021 Q2	$302K	Buy	5,582 +1,650	+42%	+$89.8K	0.21%	59
2021 Q1	$207K	Buy	+3,932	New	+$198K	0.16%	84

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

One Plus One Wealth Management's KO Position: Q1 2025 in Review

One Plus One Wealth Management sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 4,132 shares — an estimated $257K sold.

One Plus One Wealth Management first reported a position in KO in Q1 2021 and held it in 16 quarters. The position peaked at $355K in Q4 2022. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

One Plus One Wealth Management reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
One Plus One Wealth Management sold 4,132 Coca-Cola shares in Q1 2025, an estimated $257K.
One Plus One Wealth Management first reported a position in Coca-Cola in Q1 2021 and held it in 16 quarters.
One Plus One Wealth Management's Coca-Cola position peaked at $355K in Q4 2022.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on One Plus One Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.